2025
Rana el Kaliouby says Arm announced that 50% of compute shipped to top hyperscalers in 2025 would be Arm-based.
“you recently announced that in 2025, 50% of all compute shipped to top hyperscalers will be ARM-based.”
Topic
Arm Holdings
13 facts from 1 episode, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
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Rene Haas, CEO of Arm, was included in Time magazine's list of the 100 most influential people in AI.
“For his role as Arm CEO, Haas was included in Time Magazine's list of the one hundred most influential people in AI.”
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Rene Haas is an electrical engineer who worked at Nvidia and Mythic before joining Arm.
“An electrical engineer by training, he also worked at Nvidia and Mythic before joining Arm.”
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Rene Haas says Arm CPUs are in every mobile phone built, including all iPhones and Android phones.
“we are in literally every single mobile phone uh built. We're in all the iPhones, we're in all the Android phones”
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Rene Haas says Arm started in a barn in Cambridge with the ambition to be the global standard for CPUs.
“started in a a barn in Cambridge with the ambition to be the global standard for CPUs, and uh, that mission, they accomplished it.”
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Rene Haas says Arm began as a joint venture between VLSI Technology and Apple, seeking a chip for the Newton PDA.
“it was a joint venture between chip company called VLSI Technology and and Apple. And they were looking for the first chip for a first PDA known as the Newton.”
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Rene Haas says the Newton needed a low-power CPU that could run off a battery, which is why Arm was conceived.
“what it needed was a low-power CPU, something that could run off a battery”
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Rene Haas says Arm entered general-purpose cloud data centers years ago with Amazon, Microsoft and Google.
“ARM had gotten into the cloud data centers a number of years ago, general purpose cloud with Amazon and Microsoft and uh, and Google.”
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Rene Haas says Nvidia chose Arm CPUs to pair with the accelerators in its Grace Hopper and Grace Blackwell chips.
“when NVIDIA made the choice with their Grace Hopper chip and then Grace Blackwell, they needed a CPU to pair up with the accelerator, and and they chose ARM”
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Rene Haas says the CPU manages data and prepares it for the GPU accelerator in AI data centers.
“the CPU does all of the the management of the data, it prepares the data that goes in the accelerator.”
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Rene Haas says wearable glasses have only about two watts of power, so AI there must run on the CPU rather than a GPU.
“But when you go to a very small application where wearable glasses, where you have maybe two watts of power, you can't put a GPU there.”
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Rene Haas predicts that within five to ten years large parts of factory work will be replaced by robots.
“I think in the next five to ten years, and again, ARM will be involved. You're gonna see large, large sections of factory work replaced with robots.”
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Rene Haas says customers are asking Arm to build chips for them instead of waiting for Arm's designs, and Arm continues to explore this.
“It's not unnatural for customers to come to us and say, if the computer and models are all running on your platform anyway, instead of waiting for your IP, why don't you just build something for us?”
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